Sierra Bancorp
BSRR- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001130144
In the last 90 days, Sierra Bancorp insiders filed 0 open-market purchases and 1 sale; 125 institutions reported holding it in 13F filings for Q2 2026, worth $316.7M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Sierra Bancorp as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 105
- −7 vs. Q1 2025
- Shares held
- 7.73M
- +198.1K (+2.6%) vs. Q1 2025
- Total value
- $229.6M
- +$19.6M (+9.3%) vs. Q1 2025
- New holders
- 9
- 41 more added
- Sold out
- 16
- 27 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSRR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 125 | $316.7M |
| Q1 2026 | 116 | $257.0M |
| Q4 2025 | 114 | $245.6M |
| Q3 2025 | 108 | $218.5M |
| Q2 2025 | 105 | $229.6M |
| Q1 2025 | 114 | $214.8M |
| Q4 2024 | 115 | $230.7M |
| Q3 2024 | 104 | $238.4M |
| Q2 2024 | 90 | $179.2M |
| Q1 2024 | 84 | $160.8M |
| Q4 2023 | 84 | $183.6M |
| Q3 2023 | 85 | $151.6M |
| Q2 2023 | 83 | $139.6M |
| Q1 2023 | 83 | $136.3M |
| Q4 2022 | 85 | $171.3M |
| Q3 2022 | 80 | $155.1M |
| Q2 2022 | 85 | $173.7M |
| Q1 2022 | 91 | $202.2M |
| Q4 2021 | 92 | $225.7M |
| Q3 2021 | 90 | $199.7M |
| Q2 2021 | 90 | $211.6M |
| Q1 2021 | 92 | $223.6M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,340,923 | $39.8M | 0.00% | −80,239−5.6% | Reduced |
| Dimensional Fund Advisors LP | 951,605 | $28.3M | 0.01% | −7,944−0.8% | Reduced |
| Vanguard Group Inc | 710,636 | $21.1M | 0.00% | +20,893+3.0% | Added |
| Private Management Group Inc | 586,402 | $17.4M | 0.57% | +7,641+1.3% | Added |
| Manufacturers Life Insurance Company, The | 387,462 | $11.5M | 0.01% | −6,860−1.7% | Reduced |
| Geode Capital Management, LLC | 298,395 | $8.86M | 0.00% | −2,643−0.9% | Reduced |
| State Street Corp | 281,222 | $8.35M | 0.00% | −27,641−8.9% | Reduced |
| Ameriprise Financial Inc | 238,620 | $7.08M | 0.00% | +33,048+16.1% | Added |
| Renaissance Technologies LLC | 196,112 | $5.82M | 0.01% | −1,700−0.9% | Reduced |
| FMR LLC | 190,660 | $5.66M | 0.00% | −12,541−6.2% | Reduced |
| American Century Companies Inc | 181,923 | $5.40M | 0.00% | +47,474+35.3% | Added |
| Northern Trust Corp | 177,629 | $5.27M | 0.00% | −23,395−11.6% | Reduced |
| CSM Advisors, LLC | 170,270 | $5.06M | 0.15% | +170,270 | New |
| Morgan Stanley | 140,861 | $4.18M | 0.00% | +7,923+6.0% | Added |
| Bridgeway Capital Management, LLC | 129,720 | $3.85M | 0.09% | +2,472+1.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 121,612 | $3.61M | 0.01% | 00.0% | Unchanged |
| Banc Funds Co LLC | 121,424 | $3.61M | 0.54% | −32,407−21.1% | Reduced |
| Bank of New York Mellon Corp | 107,491 | $3.19M | 0.00% | +802+0.8% | Added |
| Goldman Sachs Group Inc | 104,087 | $3.09M | 0.00% | −14,714−12.4% | Reduced |
| LSV Asset Management | 97,000 | $2.88M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 76,720 | $2.28M | 0.03% | +2,472+3.3% | Added |
| Segall Bryant & Hamill, LLC | 66,131 | $1.96M | 0.03% | +51,981+367.4% | Added |
| Bank of America Corp | 64,365 | $1.91M | 0.00% | +50,714+371.5% | Added |
| Arrowstreet Capital, Limited Partnership | 60,262 | $1.79M | 0.00% | +1,744+3.0% | Added |
| Panagora Asset Management Inc | 48,056 | $1.43M | 0.01% | +4,107+9.3% | Added |
| First Trust Advisors LP | 47,970 | $1.42M | 0.00% | +577+1.2% | Added |
| Martingale Asset Management L P | 46,741 | $1.39M | 0.03% | +210+0.5% | Added |
| Fisher Asset Management, LLC | 40,598 | $1.21M | 0.00% | +9,797+31.8% | Added |
| JPMorgan Chase & Co | 38,497 | $1.14M | 0.00% | −14,715−27.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 38,054 | $1.13M | 0.00% | −583−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 37,395 | $1.11M | 0.00% | +328+0.9% | Added |
| Millennium Management LLC | 29,421 | $873.5K | 0.00% | +14,762+100.7% | Added |
| Los Angeles Capital Management LLC | 28,238 | $838.4K | 0.00% | −5,895−17.3% | Reduced |
| AQR Capital Management LLC | 27,383 | $813.0K | 0.00% | +3,311+13.8% | Added |
| State of Wisconsin Investment Board | 26,800 | $795.7K | 0.00% | −1,000−3.6% | Reduced |
| Mutual Advisors, LLC | 25,951 | $791.5K | 0.02% | 00.0% | Unchanged |
| Fourthstone LLC | 25,522 | $757.7K | 0.15% | +25,522 | New |
| Nuveen, LLC | 25,518 | $757.6K | 0.00% | −8,919−25.9% | Reduced |
| Thrivent Financial for Lutherans | 24,869 | $738.0K | 0.00% | +15,205+157.3% | Added |
| Jane Street Group, LLC | 24,806 | $736.5K | 0.00% | −3,323−11.8% | Reduced |
| Barclays PLC | 22,718 | $674.5K | 0.00% | +7,230+46.7% | Added |
| Two Sigma Investments, LP | 22,356 | $663.8K | 0.00% | +3,491+18.5% | Added |
| Rhumbline Advisers | 19,859 | $589.6K | 0.00% | +527+2.7% | Added |
| Susquehanna International Group, LLP | 18,449 | $547.8K | 0.00% | −778−4.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 17,391 | $516.3K | 0.00% | +2,063+13.5% | Added |
| Alliancebernstein L.P. | 16,056 | $476.7K | 0.00% | +2,840+21.5% | Added |
| Voya Investment Management LLC | 15,567 | $462.2K | 0.00% | +1,426+10.1% | Added |
| Two Sigma Advisers, LP | 14,300 | $424.6K | 0.00% | +2,500+21.2% | Added |
| Mariner, LLC | 14,009 | $415.9K | 0.00% | +681+5.1% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $391.9K | 0.07% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 12,826 | $380.8K | 0.00% | +665+5.5% | Added |
| Lazard Asset Management LLC | 12,777 | $379.0K | 0.00% | +1,509+13.4% | Added |
| MKT Advisors LLC | 12,320 | $378.3K | 0.15% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,359 | $337.2K | 0.00% | +2,894+34.2% | Added |
| STRS Ohio | 10,900 | $323.6K | 0.00% | +800+7.9% | Added |
| Royal Bank of Canada | 10,345 | $307.0K | 0.00% | −1,275−11.0% | Reduced |
| Trexquant Investment LP | 10,215 | $303.3K | 0.00% | −3,053−23.0% | Reduced |
| Invesco Ltd. | 9,852 | $292.5K | 0.00% | +1,177+13.6% | Added |
| Wells Fargo & Company | 8,931 | $265.2K | 0.00% | +249+2.9% | Added |
| Integrated Quantitative Investments LLC | 8,300 | $246.4K | 0.07% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 8,192 | $243.2K | 0.00% | +8,192 | New |
| UBS Group AG | 8,138 | $241.6K | 0.00% | −4,740−36.8% | Reduced |
| MetLife Investment Management | 8,035 | $238.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,938 | $235.7K | 0.01% | +7,938 | New |
| Franklin Resources Inc | 7,618 | $226.2K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,921 | $205.5K | 0.00% | −1,254−15.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,879 | $204.2K | 0.00% | −871−11.2% | Reduced |
| Globeflex Capital L P | 6,286 | $186.7K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,352 | $158.9K | 0.00% | −3,443−39.1% | Reduced |
| CWM, LLC | 5,178 | $154.0K | 0.00% | +258+5.2% | Added |
| Citigroup Inc | 5,054 | $150.1K | 0.00% | −4,825−48.8% | Reduced |
| BFSG, LLC | 4,675 | $138.8K | 0.02% | +65+1.4% | Added |
| New York State Common Retirement Fund | 3,814 | $113.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,662 | $108.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $103.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,681 | $79.7K | 0.00% | +98+3.8% | Added |
| Ameritas Advisory Services, LLC | 2,393 | $71.0K | 0.00% | +2,393 | New |
| Tower Research Capital LLC (TRC) | 2,266 | $67.3K | 0.00% | +829+57.7% | Added |
| BNP Paribas Arbitrage, SA | 1,609 | $47.8K | 0.00% | −1,700−51.4% | Reduced |
| Spire Wealth Management | 1,545 | $45.9K | 0.00% | −50−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,243 | $36.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $34.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $33.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,027 | $30.0K | 0.00% | +164+19.0% | Added |
| California State Teachers Retirement System | 955 | $28.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 891 | $26.4K | 0.00% | +891 | New |
| Nisa Investment Advisors, LLC | 589 | $17.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 489 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 382 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 349 | $10.4K | 0.00% | +124+55.1% | Added |
| IFP Advisors, Inc | 286 | $9.32K | 0.00% | +107+59.8% | Added |
| Salem Investment Counselors Inc | 215 | $6.38K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 195 | $5.79K | 0.00% | −345−63.9% | Reduced |
| North Star Investment Management Corp. | 180 | $5.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 172 | $5.11K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 102 | $3.03K | 0.00% | +102 | New |
| EverSource Wealth Advisors, LLC | 88 | $2.61K | 0.00% | +71+417.6% | Added |
| The PNC Financial Services Group, Inc. | 52 | $1.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $1.25K | 0.00% | +42 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |